Team Leader, Managed Accounts/Managed Portfolios
Core
Manage domestic and international SMA rebalance processes by validating trading activity, allocating trades to brokers, and supporting broader investment operations including trade settlement and corporate actions.
Role type
Team Leader, Investment Operations (SMA Rebalance)
Builds
Accurate and timely execution of SMA rebalances and trade settlements for client portfolios
Domain
Financial Services / Investment Operations
Required skills
SMA lifecycle knowledge, trade accuracy assessment, IPS portfolio management system, trade authorization and challenge, root cause analysis of trading exceptions, team coaching
Preferred skills
Experience in trading or dealing environments, experience with various custodians and registries
Technologies
IPS
Responsibilities
Support the SMA rebalance pre-trade validation process, Authorise or challenge trades before they are released to brokers for execution, Get to the root cause of exceptions, breaks, cash, positions, restrictions and unusual trading activity, Support a small team and broader Investment Operations activities including Corporate Actions and trade settlement
Seniority
Team Leader, hands-on IC with people management